January 27, 2014

INCREDIBLE MULTI-YEAR IPHONE RUN ENDS $AAPL $CHL $T $TMUS #APPLE EARNINGS

Apple (AAPL) reported earnings after the market close.  The Apple stock ended the regular session at $550.50.  In the after-hours it has touched $501, down about 8%. As I listened to the conference call, just like I have listened to every conference call since before the launch of iPhone, I could

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DON’T EXPECT SOLAR CELLS IN THE NEXT IPHONE $AAPL $GTAT $MMM #APPLE

Back in November of 2013, I explained in detail the rationale for a sapphire screen on Apple (AAPL) iPhone 6 in my column on Forbes titled Sapphire Screen For iPhone 6 Could Be A Real Gem.  Since then, media has picked up on the story.  Now there is a new twist that

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SAMSUNG GUIDANCE CHANGES APPLE EARNINGS BATTLE PLAN $AAPL $CHL $LNGVF

Apple will report earnings after the market close on Monday January 27.  My battle plan has changed after Samsung just provided weak guidance. Fourth quarter results for Samsung were mostly in line. Earnings came at 8.3 trillion won and revenues came at 59.7 trillion won.  In Seoul South Korea, Samsung

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